SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,669 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q2 2023
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,310
- +77 vs. Q1 2023
- Shares held
- 564.1M
- +10.4M (+1.9%) vs. Q1 2023
- Total value
- $249.1B
- +$34.5B (+16.1%) vs. Q1 2023
- New holders
- 182
- 1,263 more added
- Sold out
- 105
- 1,421 more reduced
35 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,669 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,182 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resolute Partners Group | 7,699 | $3.43M | 0.36% | +15+0.2% | Added |
| ELCO Management Co., LLC | 7,715 | $3.42M | 2.47% | −1,099−12.5% | Reduced |
| Meridian Investment Counsel Inc. | 7,706 | $3.42M | 1.22% | −610−7.3% | Reduced |
| Apella Capital, LLC | 7,682 | $3.41M | 0.24% | +7,682 | New |
| Raffa Wealth Management, LLC | 7,682 | $3.41M | 1.16% | +6+0.1% | Added |
| Capital Insight Partners, LLC | 7,668 | $3.40M | 0.76% | +1,163+17.9% | Added |
| Truepoint, Inc. | 7,662 | $3.40M | 0.11% | −318−4.0% | Reduced |
| Personal Cfo Solutions, LLC | 7,650 | $3.39M | 0.69% | −193−2.5% | Reduced |
| Cordatus Wealth Management LLC | 7,648 | $3.39M | 1.27% | +2,026+36.0% | Added |
| Harbor Investment Advisory, LLC | 7,654 | $3.39M | 0.47% | +196+2.6% | Added |
| Northwest Bancshares, Inc. | 7,617 | $3.38M | 0.61% | −72−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 7,614 | $3.38M | 2.40% | −275−3.5% | Reduced |
| Ci Investments Inc. | 7,605 | $3.37M | 0.02% | −10.0% | Reduced |
| Wallington Asset Management, LLC | 7,588 | $3.36M | 0.60% | −2,255−22.9% | Reduced |
| Security Financial Services, INC. | 7,557 | $3.35M | 0.95% | −965−11.3% | Reduced |
| Oribel Capital Management, LP | 7,540 | $3.34M | 0.31% | +870+13.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,517 | $3.33M | 2.25% | −120−1.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 7,512 | $3.33M | 4.64% | −55,616−88.1% | Reduced |
| First United Bank Trust | 7,508 | $3.33M | 1.48% | −427−5.4% | Reduced |
| Pioneer Trust Bank N A | 7,499 | $3.32M | 0.96% | +895+13.6% | Added |
| High Probability Advisors, LLC | 7,480 | $3.32M | 0.71% | +1,484+24.7% | Added |
| Baldwin Investment Management, LLC | 7,460 | $3.31M | 0.54% | −25−0.3% | Reduced |
| FDx Advisors, Inc. | 7,456 | $3.31M | 0.18% | +1,103+17.4% | Added |
| Catalyst Private Wealth, LLC | 7,441 | $3.30M | 2.07% | +1,257+20.3% | Added |
| AtlasMark Financial, Inc | 7,430 | $3.29M | 4.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 7,412 | $3.29M | 0.50% | +953+14.8% | Added |
| Resolute Wealth Strategies, LLC | 7,404 | $3.28M | 2.54% | +22+0.3% | Added |
| Aurora Private Wealth, Inc. | 7,385 | $3.27M | 3.72% | −778−9.5% | Reduced |
| Pacitti Group Inc. | 7,366 | $3.27M | 2.30% | +63+0.9% | Added |
| Flaharty Asset Management, LLC | 7,382 | $3.27M | 0.56% | −1,796−19.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,322 | $3.25M | 0.11% | −673−8.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,304 | $3.24M | 1.68% | −99−1.3% | Reduced |
| Arrowroot Family Office, LLC | 7,301 | $3.24M | 2.45% | +433+6.3% | Added |
| Invst, LLC | 7,288 | $3.23M | 0.47% | +1,393+23.6% | Added |
| Western Asset Management Company, LLC | 7,288 | $3.23M | 1.45% | +52+0.7% | Added |
| Kelly Financial Services LLC | 7,282 | $3.23M | 1.53% | +2,099+40.5% | Added |
| Peregrine Asset Advisers, Inc. | 7,280 | $3.23M | 2.48% | −36−0.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 7,278 | $3.23M | 1.14% | +931+14.7% | Added |
| Centennial Bank | 7,257 | $3.22M | 2.17% | +774+11.9% | Added |
| Key Client Fiduciary Advisors, LLC | 7,250 | $3.21M | 1.88% | +478+7.1% | Added |
| Woodstock Corp | 7,247 | $3.21M | 0.38% | +8+0.1% | Added |
| Boston Research & Management Inc | 7,230 | $3.21M | 0.91% | −5−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,230 | $3.20M | 0.60% | +5,240+263.3% | Added |
| Impact Partnership Wealth, LLC | 7,216 | $3.20M | 1.11% | +7,216 | New |
| Moreno Evelyn V | 7,210 | $3.20M | 0.68% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,214 | $3.20M | 0.27% | −310−4.1% | Reduced |
| Bray Capital Advisors | 7,192 | $3.19M | 0.96% | +239+3.4% | Added |
| Mosaic Advisors LLC | 7,191 | $3.19M | 2.37% | +7,191 | New |
| Thoroughbred Financial Services, LLC | 7,184 | $3.18M | 0.42% | −178−2.4% | Reduced |
| Robinson Value Management, Ltd. | 7,170 | $3.18M | 2.30% | +2,318+47.8% | Added |
| Avalon Trust Co | 7,166 | $3.18M | 0.29% | −1,300−15.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,165 | $3.18M | 0.87% | −67−0.9% | Reduced |
| Chicago Capital, LLC | 7,140 | $3.17M | 0.14% | −333−4.5% | Reduced |
| Hassell Wealth Management, LLC | 7,020 | $3.16M | 2.17% | −28−0.4% | Reduced |
| Fragasso Group Inc. | 7,125 | $3.16M | 0.34% | +271+4.0% | Added |
| Reynders McVeigh Capital Management, LLC | 7,123 | $3.16M | 0.21% | −24−0.3% | Reduced |
| Montis Financial, LLC | 7,118 | $3.16M | 2.08% | −654−8.4% | Reduced |
| Nixon Peabody Trust Co | 7,113 | $3.15M | 2.56% | −139−1.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 7,080 | $3.14M | 1.81% | −6−0.1% | Reduced |
| Boston Trust Walden Corp | 7,066 | $3.13M | 0.03% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 7,056 | $3.13M | 2.64% | +149+2.2% | Added |
| Capital World Investors | 7,136 | $3.13M | 0.00% | −2,393−25.1% | Reduced |
| Capstone Financial Advisors, Inc. | 7,050 | $3.13M | 0.23% | +18+0.3% | Added |
| Ascent Wealth Partners, LLC | 7,044 | $3.12M | 0.55% | +4,390+165.4% | Added |
| Delta Investment Management, LLC | 6,991 | $3.10M | 0.85% | +143+2.1% | Added |
| Sage Mountain Advisors LLC | 6,974 | $3.09M | 0.44% | −300−4.1% | Reduced |
| First PREMIER Bank | 6,970 | $3.09M | 0.88% | −30−0.4% | Reduced |
| F&V Capital Management, LLC | 6,966 | $3.09M | 1.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 7,516 | $3.08M | 0.49% | +1,776+30.9% | Added |
| Waterfront Wealth Inc. | 6,741 | $3.07M | 0.91% | −21−0.3% | Reduced |
| Phillips Financial Management, LLC | 6,928 | $3.07M | 0.28% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,907 | $3.06M | 0.00% | −1,537−18.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,904 | $3.06M | 0.59% | +1,670+31.9% | Added |
| Signature Wealth Management Partners, LLC | 6,890 | $3.05M | 2.83% | −31−0.4% | Reduced |
| Austin Asset Management Co Inc | 6,888 | $3.05M | 0.87% | −131−1.9% | Reduced |
| Pictet Bank & Trust Ltd | 6,887 | $3.05M | 2.49% | −680−9.0% | Reduced |
| Cooper Financial Group | 6,864 | $3.04M | 0.75% | −34,607−83.4% | Reduced |
| Heritage Investment Group, Inc. | 6,862 | $3.04M | 0.85% | +132+2.0% | Added |
| Cubic Asset Management, LLC | 6,833 | $3.03M | 0.81% | +27+0.4% | Added |
| Headlands Technologies LLC | 6,826 | $3.03M | 0.97% | +6,826 | New |
| Texas Capital Bancshares Inc | 6,811 | $3.02M | 1.68% | 00.0% | Unchanged |
| Platform Technology Partners | 6,822 | $3.02M | 1.42% | −238−3.4% | Reduced |
| Pasadena Private Wealth, LLC | 6,809 | $3.02M | 0.85% | −625−8.4% | Reduced |
| Northwest Capital Management Inc | 6,802 | $3.02M | 1.26% | −21−0.3% | Reduced |
| Forbes Financial Planning, Inc. | 6,802 | $3.01M | 2.91% | +38+0.6% | Added |
| Strait & Sound Wealth Management LLC | 6,779 | $3.01M | 2.98% | −143−2.1% | Reduced |
| Plancorp, LLC | 6,771 | $3.00M | 0.16% | +80+1.2% | Added |
| Merrion Investment Management Co, LLC | 6,743 | $2.99M | 2.53% | +374+5.9% | Added |
| AFS Financial Group, LLC | 6,731 | $2.98M | 1.93% | −1,387−17.1% | Reduced |
| ForthRight Wealth Management, LLC | 6,720 | $2.98M | 1.25% | +20+0.3% | Added |
| D L Carlson Investment Group Inc | 6,705 | $2.97M | 0.57% | +6+0.1% | Added |
| Lifeworks Advisors, LLC | 6,696 | $2.97M | 1.26% | −301−4.3% | Reduced |
| Howard Wealth Management, LLC | 6,687 | $2.96M | 2.57% | −15−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 6,686 | $2.96M | 0.50% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 6,673 | $2.96M | 1.05% | +1,604+31.6% | Added |
| Kelman-Lazarov, Inc. | 6,665 | $2.95M | 0.71% | +23+0.3% | Added |
| Tyler-Stone Wealth Management | 6,665 | $2.95M | 1.67% | +6,665 | New |
| Abacus Planning Group, Inc. | 6,647 | $2.95M | 0.71% | +349+5.5% | Added |
| Austin Private Wealth, LLC | 6,632 | $2.94M | 0.42% | +1,013+18.0% | Added |
| Beacon Financial Advisory LLC | 6,628 | $2.94M | 1.69% | +8+0.1% | Added |